Interact to see
Advertisement
Advertisement
FISVX vs UBVVX
FISVX vs UBVVX Comparison
Open Charts FISVX vs UBVVX
FISVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FISVX vs. UBVVX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FISVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. FISVX (2.21B). UBVVX (1.59) and FISVX (1.53) have matching dividends . FISVX was incepted earlier than UBVVX: FISVX (7 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than FISVX (0.05). UBVVX is a more actively managed with annual turnover of: 35.00 vs. FISVX (31.00). FISVX (0) and UBVVX (0) have matching initial minimum investment requirements. FISVX annual gain was more profitable for investors over the last year : 25.97 vs. UBVVX (8.29). FISVX return over 5 years is better than : 42.33 vs. UBVVX (20.79).
| FISVX | UBVVX | FISVX / UBVVX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.94 | 5% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 14.259 | 15.773 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 9.03B | 24% |
| Annual Yield % from dividends | 1.53 | 1.59 | 96% |
| Returns for 1 year | 25.97 | 8.29 | 313% |
| Returns for 3 years | 55.47 | 24.31 | 228% |
| Returns for 5 years | 42.33 | 20.79 | 204% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers